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Power BIDashboard in Hour
• 10 + years of experience in Complete Microsoft BI Stack
• BI Solution Architect (Email – [email protected] , @Vishal_bi) • Blogging @ http://bimentalist.com , http://sqlmentalist.com• Knowledge sharing - 350+ BI Articles ,400 SQL Article , 350+ SQL Script • 4 Complex SQL tool innovator on Codeplex & open source all- https://goo.gl/OI3sB4• Slide share publication - http://www.slideshare.net/VishalPawar_BI• 2 LinkedIn Post - https://www.linkedin.com/today/author/120635304• Free Power BI Course publish on Udemy - https://goo.gl/ArL0qe , 2000 + Student • Founder & Leader of Global Power BI User Group http://goo.gl/oV7IHz , 1200+ Member• Professional Microsoft BI Trainer Mentalist Network • Founder & BI Consulting Partner of Right Click Info • NMUG Community Founder Leader , Speaker - http://nmug.org/• Microsoft Community Representative for Navi Mumbai region.• SQL PASS Chapter Lead for Mumbai & Navi Mumbai • MCTS: Microsoft® Certified Technology Specialist -SQL Server 2008 R2, BI • MCSA: Microsoft® Certified Solutions Associate• CSM: Certified Scrum Master from Scrum Alliance, US• SQL Server Expert in Architecting and Optimization • BE - Computer Science & Engineering , RAIT , Mumbai• MBA-Information System, Arianth College , Pune
About Me
Database Administration, Support, MaintenanceAgenda
Always on Screen !
Today, BI extends to everyone
Everyone
Analyst to end user
IT to end user
2nd waveSelf-service BI
1st waveTechnical BI
3rd waveEnd user BI
BI for Everyone
Turning data into business insights is challenging
Common BI challenges include…
Multiple data sources Data residing in cloud solutions and on-premise locations is difficult to access and refresh securely
End-to-end view Data often resides in disparate locations, making it difficult to see a complete picture of your business
Right data for the right users at the right time
Different roles have different needs and business users need the latest operational data
BI Challenges
Old Approach
ETL DataWare
HouseReports
Web sites
paper
Data
ETL
SSIS
VIS
UA
LIZA
TIO
N
SSRS
SHA
RIN
G
SharePoint
DA
TAW
AR
EHO
USE SSAS
Data
mining
Pre
dic
tio
n Data Mining
Traditional Microsoft BI Approach
New Approach
ETL DataWare
HouseReports
Web sites
paper
Data
ETL
SSIS
VIS
UA
LIZA
TIO
N
SSRS
SHA
RIN
G
SharePoint
DA
TAW
AR
EHO
USE SSASET
L
Power Query
DA
TAW
AR
EHO
USE Power
PivotV
ISU
ALI
SATI
ON Power View
Power Map
SHA
RIN
G Power QueryO365
SEA
RC
H Q&A
New & Curent Microsoft BI Approach
Pre
dic
tio
n Data Mining
Pre
dic
t
Machine Learning
Power BI
Database Administration, Support, MaintenanceWhat is Power BI
A suite of business analytics tools
Analyze data and share insights
Monitor your business
Get answers quickly with rich dashboards
Available on every device
Power BI
• Industry-leading SaaS service
o 5 seconds to sign up, 5 minutes to WOW
• Large Power BI ecosystem
o ISVs, SIs and partners creating unparalleled momentum
• Integrated across Microsoft products
o Customers benefit from integration with other Microsoft
products
Key benefits and differentiators of Power BI
Pre-built dashboards and reports for popular SaaS solutions
Integrated with familiar Microsoft products, utilizing commitment for scale & availability in Azure
Auto insights and intuitive data exploration using natural language query
Live, real-time dashboard updates
Fast deployment, hybrid configuration, secure, and integrated with existing IT systems.
Secure, live connection to your data sources, on-premises and in the cloud
Why Power BI-Part 1 ?
Where Why Power BI Part 2 to 29, Visit -https://powerbi.microsoft.com/en-us/
A 360-degree view for business users With most important metrics in one place Updated in real time Available on all of devices On One click, users can explore data in dashboard Using intuitive tools that make finding answers To over 50 connections to popular business applications Complete with pre-built dashboards crafted by experts Help you get up and running quickly Access your data and reports from anywhere Publish reports securely to your organization Setup automatic data refresh for the latest information
Why Power BI Part 30 ?
Database Administration, Support, MaintenanceWho – User of Power BI
C?O - CEO, COO, CFO, CIO, CRO and CXO
PMO - Project and Portfolio Manager
Business & Data Analyst
Developer & DBA – Monitoring & Data Mashup
Dashboards and Report
Data Steward
IT Team, IT Professional
Consumer, End User Report
Data Scientiste
Database Administration, Support, Maintenance
Power BI – Enterprise Platform
Prerequisites and setup steps• Internet connectivity: You must be connected to the internet• At minimum, a computer with 2-cores and 4GB RAM running one of the following version of Windows: Windows 7,
Windows 8, (64-bit preferred), Windows 8.1 or Windows 10 or Windows Server 2008 R2 or Windows Server 2012/R2 • Microsoft Power BI Desktop requires Internet Explorer 9 or greater• Verify if you have 32bit or 64bit operating system to decide if you need to install the 32bit or 64bit applications.
o Search for computer on your PC, right click properties for your computero You will be able to identify if your operating system is 64 or 32 bit based on “system type” as shown below
• Download and install Power BI Desktop: Download and install Microsoft Power BI Desktop from http://www.microsoft.com/en-us/download/details.aspx?id=45331. Optionally, you can also install the Power BI Desktop tool from the Power BI Desktop Install folder on the flash drive that will be provided on the day of thesession. Please choose appropriate 64-bit or 32-bit version depending on your platform. Microsoft Power BI Desktop is available for 32-bit (x86) and 64-bit (x64) platforms
• Signup for Power BI: Go to http://aka.ms/pbidiadtraining and sign up for Power BI with a business email address. If you cannot sign up for Power BI, let the instructor know.
• If you have an existing account, please go to http://app.powerbi.com and Sign in using your Power BI account
Power BI in these browsers:
• Microsoft Edge
• Internet Explorer 11
• Chrome desktop latest version
• Safari Mac latest version
• Firefox desktop latest version
Installation
How much Power BI cost
For Latest update always visit - https://powerbi.microsoft.com/en-us/pricing/
Connect to what matters to you
File
• Excel
• CSV
• XML
• Text
• JSON
• Folder
• SharePoint Folder
Database
• SQL Server Database
• Access Database• SQL Server Analysis
Services Database• Oracle Database• IBM DB2 Database• MySQL Database• PostgreSQL
Database• Sybase Database• Teradata Database• SAP HANA
Database• IBM Informix
Database (Beta)• SAP Business
Warehouse• Amazon Redshift
(Beta)• Impala (Beta)• Snowflake (Beta)
Online Services • SharePoint Online List• Microsoft Exchange Online• Dynamics 365• PowerApps Common Data Service
(Beta)• Facebook• Salesforce Objects• Salesforce Reports• Google Analytics• appFigures (Beta)• Azure Enterprise (Beta)• comScore Digital Analytix (Beta)• GitHub (Beta)• MailChimp (Beta)• Marketo (Beta)• Dynamics 365 for Financials (Beta)• Mixpanel (Beta)• Planview Enterprise (Beta)• Projectplace (Beta)• QuickBooks Online (Beta)• SparkPost (Beta)• Smartsheet• SQL Sentry (Beta)• Stripe (Beta)• SweetIQ (Beta)• Troux (Beta)• Twilio (Beta)• tyGraph (Beta)• Webtrends (Beta)• Zendesk (Beta)
Data set use in today Presentation
Data Set 1
• Custom ,Manually created
• Salary Details
• Excel example will have Meta data information
Data Set 2
• Power BI Sample DB
• From Obvience
• How to get it >>Next Slide
DEMO – Power BI Desktop
Welcome screen
Power BI Desktop Landing Screen
Connect to Data, Shape and Combine Data
Share Your Work
Report view
Top Menu
File Menu
Option Menu
Robbin Menu
Data view
File Menu
Visualization Charts
Field Plan
Query Editor
Relationships view
Power BI PlatformPower BI Desktop
Prepare Explore ShareReport
Power BI Service
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets0100110101
</> embed, extend, integrate
Data sources
Cloud-based SaaS solutionse.g. Marketo, Salesforce, Quickbooks, Google Analytics, …
On-premises datae.g. Analysis Services, SQL Server
Organizational content packsCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Excel and CSV filesWorkbook data, flat files
Power BI Desktop filesData from files, databases, Azure, Online Services, and other sources
Power BI Overview
Data from services
o Content packs for SaaS services that you already use, e.g. ….
o Growing number of supported SaaS solutions
Data from databases
o Cloud: Azure SQL Database, Azure SQL Data Warehouse, Spark on HDInsight
o On-premise: SQL Server Analysis Services tabular or multi-dimensional, SQL Server, SAP HANA, Oracle, Teradata (Gateway required)
Data from your organization
o Content published by others in your org (organizational content packs)
Data from files
o Import data from Excel, Power BI Desktop, or CSV files
o Connect, manage and view Excel in Power BI
SaaS solutionse.g. Marketo, Salesforce, Quickbooks, Google Analytics…
On-premises Data
Data sources
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel and CSV files
Built-in connectivity for all your data
Connect to cloud services you already use - popular SaaS solutions
Quickly start with solution-specific content packs which include
o pre-configured dashboardso reportso data models and queries
Explore data with fast data processing
Automatic data refresh is built-in
SaaS solutionse.g. Marketo, Salesforce, Quickbooks, Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel and CSV files
Start discovering business insights right away
Please refer to powerbi.com for latest list of SaaS partners
Connect directly to your existing on-premises data sources:
o Analysis Services(tabular and multidimensional)
o SQL Servero SAP HANAo Oracleo Teradata
Requires On-Premises Data Gateway
Role-based and row-level data security is applied
Data remains on-premise, only query is stored in Power BI
SaaS solutionse.g. Marketo, Salesforce, Quickbooks, Google Analytics…
On-premises Data
Data sources
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel and CSV files
Connect live to your on-premises data
Content packs make it easier and faster for users to explore the data
Content packs include
o pre-built dashboardso reportso pre-defined data models
Package up and share your own dashboard, reports, and datasets with your coworkers
SaaS solutionse.g. Marketo, Salesforce, Quickbooks, Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel and CSV files
Get immediate insights into your organization
Global Sales
Connect directly to data from Azure services, including
o Azure SQL Database
o Azure SQL Data Warehouse
o Spark on HDInsight
Push live, streaming data from Azure Stream Analytics with built-in destination for Power BI for real-time dashboards at any scale
Integration with other Azure services, including Azure Machine Learning, opens up new scenarios, without writing thousands of lines of code
SaaS solutionse.g. Marketo, Salesforce, Quickbooks, Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel and CSV files
Consume structured/unstructured data with Azure services
HDInsight
Storage
Event Hubs
Machine Learning
SQL Server
Stream Analytics
Power BI
Import data into Power BI from files
o Microsoft Excel (xlxs or xlsm)
o Power BI Desktop (pbix)
o Comma Separated Value (csv)
Files can be located on
o Local machine
o OneDrive Business or Personal
o SharePoint Team Sites
Two ways to use Excel files
o Import into Power BI
o Connect (or upload), manage and view in Power BI
Any changes to a file in OneDrive or SharePoint are synced automatically (hourly)
Data and reports from Power BI Desktop files
SaaS solutionse.g. Marketo, Salesforce, GitHub, Google Analytics
On-premises Data
Data sources
OrganizationalCorporate data sources or external data services
Azure servicesAzure SQL, Stream Analytics…
Power BI Desktop filesData from files, databases, Azure, and other sources
Excel and CSV files
Connect to your data from files
Power BI Desktop
Create Power BI ContentConnect to data and build reports for Power BI
How to Get Sample datasets for Power BI Services - – Data Set 2
Click here to go to get all details of Sample packs
Quick DEMO
DEMO – SQL Server Dashboard & sp_Blitz
DEMO – Dashboard – Twitter
DEMO – Dashboard – Job Analysis
Visualize data in a variety of ways
Growing number of visualization types
o Donuts, basic area, waterfall, filled maps, tree maps, funnel, gauges combo charts, R charts and more
o Custom visuals available from Power BI visuals gallery (visuals.powerbi.com)
o Tools to develop, test, package new custom visuals
Visualizations on report page are connected –select value in one visualization to change other visualizations
Full screen pop out mode for report visuals to show additional details
See your data the way you want it
Custom Visualization in Power BI
Access Power BI dashboards and reports with native mobile apps for Windows, iOS and Android
Easy sign-in step with support for SingleSign-on (SSO)
Touch-optimized navigation for dashboards, tiles, and reports, zoom in and out of a visualizations and reports
Orientation-aware and location aware apps
Annotate visualization and share snapshot with others
Configure alerts to get notifications on critical KPIs
Generate and scan QR codes, or scan bar codes for report filtering
Open and interact with Reporting Services mobile reports and KPIs
Stay connected from any device
Supports Any Device
Cortana can find answers from data in Power BI, e.g.
“What were our biggest deals that closed last month?”
Similar to Q&A, ask or type a question in natural language
Cortana can find answers directly from dataset or from report pages designed for Cortana (called Answer Pages)
Interact with the visualizations as you would in Power BI, to further explore an answer, simply open a result in Power BI
Cortana ranks the answers from Power BI, giving you one or more best matches
Easily create Answer Pages in the Power BI service
Power BI Cortana Integration
Keep your data up-to-date
Access and refresh the data via
Direct Query to cloud and on-premise data sources
Live connectivity to Analysis Services
Import, with scheduled refresh
REST APIs to stream data
Refresh on-premise data with
Power BI Personal Gateway
On-Premises Data Gateway
Data Refresh 1
For the Business Analyst: Data refresh with Power BI Personal Gateway
Personal Gateway empowers the business analyst to securely and easily refresh on-premise data
Self-service data refresh - no help from IT required
Easy & simple to use - lightweight one-click installer
One Personal Gateway per user
Runs either as a service or an app
Import of data with scheduled refresh
Data Refresh 2
Push data
Integration
Real-
time
embed
extend
integrate
Power BI Platform
Develop exactly what your organization needs
Visuals
</>
Embedding Power BI in your application
Application developers can embedPower BI tiles and reports as an IFrame into an app, such as a mobile app or web app.
Provides users customizable data tiles or reports in an app for a small investment.
Users can integrate data from any data source outside the application to enhance contextual understanding.
Users can click an embedded Power BI tile or report to navigate to the Power BI dashboard.
embed
Power BI Embedded
</>
Open APIs for integration
Programmatically access Power BI resources (datasets, tables, schemas)
Use the REST API to push data directly from your application into Power BI
Uncover real-time insights from devices, sensors and applications
Import Desktop files programmatically
Azure Active Directory and OAuth 2.0 for user authentication
Power BI SaaS Service
Power BI User Account
Your Service or Application
Push Data Component
Push Content Component
Datasets Reports Dashboardsintegrate
Power BI REST APIs
</>
PC Magazine Editors’ Choice
Leader in Business Intelligence
Thank you ! Any More Question !
• Reference
– https://powerbi.microsoft.com/en-us/
– https://support.office.com
– https://technet.microsoft.com
– http://bimentalist.com/
Feedback – Please send you feedback –[email protected] , @Vishal_BI
Sample file from Obvience
